Client Case Study and Spotlight: Jena Paulo, The ClickUp Queen [Ep. 215]

Summary:In this client spotlight episode, Michelle interviews Jena Paulo, a ClickUp consultant. They discuss Jena's journey from offering various services to specializing in project management using ClickUp. They also talk about the transition from the retainer model to the VIP day model, the importance of maintaining relationships, and Jena's experience working with another coach before returning to work with Michelle. Jena shares her expertise in utilizing ClickUp as an operational hub and building a relationship with ClickUp corporate. They also provide tips for getting started with ClickUp and highlight the versatility and power of the tool.TakeawaysTransitioning from various services to specializing in project management can lead to more sustainable and fulfilling work.Maintaining relationships with clients and coaches, even during breaks or when working with others, can lead to future opportunities.ClickUp can be used as an operational hub for businesses, providing a centralized location for tasks, projects, team communication, and more.Building a relationship with a software company, such as ClickUp, can lead to recognition and partnership opportunities.Getting started with ClickUp involves understanding the basics of the tool, such as organizational hierarchy, task creation, and task viewing.About Jena:Jena is a seasoned ClickUp consultant and business efficiency strategist, Jena Paulo specializes in transforming chaotic workflows into streamlined processes. With over 15 years of experience and having empowered over 200 companies, she excels in customizing ClickUp solutions to enhance productivity and operational clarity. Her mission is to help businesses unlock their full potential through innovative, tailored systems and insightful training. Jena turns operational complexity into simplicity and success.Connect with her on IG Join her FB communityLinks:Sunday Morning Brew Chapters00:00 Introduction and Purpose of Client Spotlights02:00 Jena's Background and ClickUp Consulting03:07 Transition from Various Services to Project Management06:30 Transition from Retainer Model to VIP Day Model09:26 Taking a Break and Working with Another Coach10:56 Maintaining Relationships and Returning to Work with Michelle12:21 Pushing Jena's Growth and Coaching Relationship17:22 Working with Larger Companies and Scaling the Business19:17 Utilizing ClickUp as an Operational Hub21:08 Building a Relationship with ClickUp Corporate23:23 Nicheing into ClickUp and Providing Value26:00 Getting Started with ClickUp and the Basics27:53 The Versatility and Power of ClickUp29:06 Where to Find Jena and Additional Resources

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Are you a small business owner, solopreneur, or online business professional feeling overwhelmed by the constant demand to grow your business and increase profits? Frustrated by inconsistent revenue and struggling to find clients who are the perfect fit? You’re not alone. Many entrepreneurs face these challenges without a clear plan to create sustainable, profitable growth. Welcome to The Real Truth About Business, where we dive into the proven business growth tips and strategic insights that actually work for small business owners and solopreneurs. This show is your go-to for no-nonsense guidance on strategic planning, business growth, lead generation strategies, and relationship marketing techniques. Each episode cuts through the noise, focusing on sustainable growth strategies to help you maximize profits, increase revenue, and build a solid foundation for long-term success. I’m Michelle DeNio, Business Growth Strategist and creator of the Focused Visionary Accelerator—a program designed specifically for entrepreneurs ready to get serious about strategic growth. With a background in business strategy consulting and revenue growth planning, I help small business owners like you transform your business by implementing targeted, action-driven plans. Together, we’ll navigate the journey to scalable success so you can stop trading time for dollars and start seeing the growth you deserve. The Real Truth About Business is designed for those ready to make strategic moves, whether you’re looking to grow your client base, improve sales conversion, or increase revenue. Each episode answers the questions business owners are asking, such as: 👉What’s the best approach for revenue growth planning? 👉How do I attract high-paying clients? 👉What lead generation strategies work best for small business growth? 👉How do I implement effective sales conversion strategies? 👉How do I market my business without burnout? You’ll find actionable advice on everything from small business growth planning and online business development to profit-boosting techniques that align with your vision. Connect with me, Michelle DeNio, on LinkedIn for more insights and updates: linkedin.com/in/michelledenio. For more on how to work together and explore the Focused Visionary Accelerator, visit michelledenioconsulting.com.